We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2101
Secure Asset Management
Michigan
$326K +$15.4K +40 +5%
MA
2102
MJP Associates
Connecticut
$326K -$5.01K -13 -2%
FB
2103
Finward Bancorp
Indiana
$325K -$1.93K -5 -0.6%
RMCM
2104
Reynders McVeigh Capital Management
Massachusetts
$324K -$69.4K -180 -18%
PJSIMP
2105
P.J. Schmidt Investment Management (PJS)
Wisconsin
$321K -$25.8K -67 -7%
OIS
2106
OneAscent Investment Solutions
Alabama
$320K +$319K +828 New
AFA
2107
Allium Financial Advisors
Oregon
$319K -$25.8K -67 -8%
SC
2108
Searle & Co
Connecticut
$319K +$318K +824 New
VIM
2109
Vista Investment Management
Pennsylvania
$318K -$16.6K -43 -5%
EFSCE
2110
Enterprise Financial Services Corp (EFSC)
Missouri
$318K +$9.63K +25 +3%
PWS
2111
Precision Wealth Strategies
Missouri
$318K +$316K +821 New
WCM
2112
Wedge Capital Management
North Carolina
$317K -$15K -39 -5%
CAM
2113
Cozad Asset Management
Illinois
$317K – – –
EFG
2114
Ethos Financial Group
Pennsylvania
$317K -$37.4K -97 -11%
AGWCA
2115
Annis Gardner Whiting Capital Advisors
Florida
$317K -$8.48K -22 -3%
BFO
2116
Biltmore Family Office
North Carolina
$316K +$771 +2 +0.2%
EMB
2117
Elefante Mark B
$316K -$32.8K -85 -9%
CMTU
2118
Capital Markets Trading (UK)
United Kingdom
$315K +$314K +814 New
SMA
2119
Seven Mile Advisory
New Jersey
$315K -$107K -278 -25%
SP
2120
Stonebrook Private
Michigan
$315K -$4.62K -12 -1%
VA
2121
VestGen Advisors
Illinois
$314K -$49.7K -129 -14%
MWA
2122
Muirfield Wealth Advisors
North Carolina
$313K -$27.4K -71 -8%
TW
2123
Traveka Wealth
California
$313K -$41.6K -108 -12%
GWM
2124
GSB Wealth Management
Connecticut
$312K +$311K +807 New
HFW
2125
Horizon Family Wealth
Illinois
$311K – – –